Sierra Investment Holdings, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Sierra Investment Holdings, INC.
  • Sponsor EIN: 881756622
  • Sponsor Address: 8772 LA MESA BOULEVARD, LA MESA, CA, 91942
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $1.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20258$1.4M$0$66,885
20249$1.1M$0$70,498
202316$952,335$0$26,960
202214$832,005$0$3,600

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